Pekin Hardy Strauss’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Pekin Hardy Strauss’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,555	Closed	-$127K	–	321
2022 Q4	$127K	Hold	13,555	–	–	0.02%	293
2022 Q3	$125K	Sell	13,555 -2,400	-15%	-$25.1K	0.02%	286
2022 Q2	$165K	Hold	15,955	–	–	0.03%	296
2022 Q1	$187K	Hold	15,955	–	–	0.03%	314
2021 Q4	$209K	Hold	15,955	–	–	0.03%	311
2021 Q3	$210K	Sell	15,955 -71,420	-82%	-$948K	0.03%	309
2021 Q2	$1.16M	Buy	+87,375	New	+$1.13M	0.16%	145

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return